5,000 Shares in Oracle Corporation $ORCL Acquired by Pacific Point Advisors LLC

Pacific Point Advisors LLC bought a new stake in Oracle Corporation (NYSE:ORCL) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 5,000 shares of the enterprise software provider’s stock, valued at approximately $1,406,000.

Several other large investors also recently added to or reduced their stakes in the business. Winnow Wealth LLC acquired a new stake in shares of Oracle in the 2nd quarter valued at $28,000. Kilter Group LLC acquired a new position in Oracle during the second quarter worth $30,000. Darwin Wealth Management LLC raised its holdings in Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 65 shares in the last quarter. LGT Financial Advisors LLC acquired a new stake in shares of Oracle in the second quarter worth about $33,000. Finally, Financial Consulate Inc. bought a new stake in shares of Oracle during the 3rd quarter worth about $37,000. 42.44% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently weighed in on ORCL. Scotiabank cut their price objective on Oracle from $260.00 to $220.00 and set a “sector outperform” rating on the stock in a research note on Tuesday, February 3rd. TD Cowen lowered their price target on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. UBS Group reissued a “buy” rating on shares of Oracle in a research report on Monday, February 2nd. Stifel Nicolaus reduced their price objective on shares of Oracle from $350.00 to $275.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $375.00 target price on shares of Oracle in a research note on Wednesday, November 26th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $292.43.

Oracle Trading Up 2.4%

Shares of Oracle stock opened at $160.19 on Friday. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The company’s fifty day simple moving average is $183.73 and its 200-day simple moving average is $231.18. The company has a market cap of $460.24 billion, a price-to-earnings ratio of 30.11, a PEG ratio of 1.37 and a beta of 1.64. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The firm had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The business’s revenue was up 14.2% on a year-over-year basis. During the same period in the prior year, the firm earned $1.47 EPS. As a group, sell-side analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. Oracle’s dividend payout ratio (DPR) is 37.59%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle won an $88 million U.S. Air Force task order for Oracle Cloud Infrastructure to support the Air Force Cloud One program through 2028 — a material, mission‑critical cloud contract that supports ORCL’s OCI revenue trajectory. U.S. Department of the Air Force Accelerates Cloud Modernization with Oracle
• Positive Sentiment: Oracle added several customer wins and product rollouts (City of Atlanta selects Oracle Permitting & Licensing; ReGrow Israel picks Oracle Agriculture Data Intelligence; Oracle Health Clinical AI Agent expands to the UK) — these wins reinforce recurring SaaS/OCI demand and demonstrate traction for Oracle’s AI‑enabled offerings. The City of Atlanta Modernizes Constituent Services and Unlocks AI-Driven Innovation with Oracle
• Positive Sentiment: Market interest is also being propped up by product momentum around AI agents for Fusion Apps and positive analyst notes/upgrades that have previously sparked rallies. Oracle Unveils AI Agents for Fusion Apps
• Neutral Sentiment: Scotiabank trimmed FY2026/FY2027 EPS forecasts slightly — small estimate moves that leave the firm constructive (Sector Outperform) but signal analysts are recalibrating near‑term expectations. Scotiabank Lowers FY2026/FY2027 EPS Estimates for Oracle
• Negative Sentiment: Legal overhang: multiple law firms have filed or are soliciting plaintiffs for securities‑class actions covering June–December 2025 — this increases litigation risk and could pressure the stock if suits progress. STOCK NEWS: Oracle Corporation Sued for Securities Fraud after 11% Stock Drop
• Negative Sentiment: Insider selling & sentiment risk: CEO Clayton Magouyrk disclosed a ~10,000‑share sale this week; while often personal, it can be read negatively alongside analyst caution and rising short interest. SEC Form 4 — Clayton M. Magouyrk sale

Insider Transactions at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 72,223 shares of company stock valued at $13,689,064. 40.90% of the stock is currently owned by insiders.

About Oracle

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.